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LPP
Life Planning Partners Portfolio holdings
AUM
$135M
1-Year Est. Return
17.83%
This Fund
S&P 500
This Quarter
Est. Return
+8.75%
1 Year Est. Return
+17.83%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$96M
Cap. Flow
% of AUM
94.47%
Top 10 Holdings %
Top 10 Hldgs %
55.25%
Holding
263
New
261
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$13.7M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$7.4M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.08M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$6.19M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$4.61M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.49% |
| 2 | Industrials | 1.19% |
| 3 | Consumer Discretionary | 1.03% |
| 4 | Technology | 0.61% |
| 5 | Consumer Staples | 0.39% |
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Life Planning Partners's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Life Planning Partners, which disclosed 263 positions worth $102M. Its ten largest holdings account for 55% of the portfolio.
Its largest position is iShares Core S&P Total US Stock Market ETF: 139,361 shares worth $14.7M.
By sector, the portfolio is most concentrated in Financials at 1.5% of assets, followed by Industrials and Consumer Discretionary.
- Life Planning Partners's largest Q4 2023 buy was iShares Core S&P Total US Stock Market ETF: 139,361 shares worth $14.7M.
- Life Planning Partners's ten largest holdings make up 55% of its $102M portfolio in Q4 2023.
- Life Planning Partners disclosed 263 positions in Q4 2023, its first 13F filing on record.
Based on Life Planning Partners's 13F filing for Q4 2023, filed 19 Jan 2024.